The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Over the last 12 months, insiders at The Charles Schwab Corporation have bought $50,440 and sold $91.93M worth of The Charles Schwab Corporation stock.
On average, over the past 5 years, insiders at The Charles Schwab Corporation have bought $5.6M and sold $82.37M worth of stock each year.
Highest buying activity among insiders over the last 12 months: Ruffel Charles A. (director) — $50,440.
The last purchase of 833 shares for transaction amount of $50,440 was made by Ruffel Charles A. (director) on 2023‑08‑17.
2024-06-20 | Sale | Schwab-Pomerantz Carolyn | director | 9,000 0.0005% | $72.49 | $652,373 | +1.65% | |
2024-06-12 | Sale | Clark Bernard J. | MD Head of Advisor Services | 8,164 0.0005% | $75.00 | $612,300 | -0.36% | |
2024-05-28 | Sale | Clark Bernard J. | MD Head of Advisor Services | 77,431 0.0044% | $70.94 | $5.49M | +3.59% | |
2024-05-20 | Sale | Schwab-Pomerantz Carolyn | director | 9,000 0.0005% | $78.41 | $705,727 | -6.78% | |
2024-05-15 | Sale | Schwab Charles R. | Co-Chairman | 58,065 0.0032% | $78.08 | $4.53M | -6.72% | |
2024-05-14 | Sale | Schwab Charles R. | Co-Chairman | 65,360 0.0037% | $76.89 | $5.03M | -4.74% | |
2024-05-09 | Sale | Schwab-Pomerantz Carolyn | director | 26,315 0.0015% | $76.13 | $2M | -2.49% | |
2024-05-06 | Sale | Schwab Charles R. | Co-Chairman | 65,790 0.0037% | $76.40 | $5.03M | -3.83% | |
2024-05-06 | Sale | Schwab-Pomerantz Carolyn | director | 13,113 0.0007% | $76.38 | $1M | -3.83% | |
2024-05-03 | Sale | Schwab Charles R. | Co-Chairman | 66,225 0.0037% | $75.51 | $5M | -2.80% | |
2024-04-29 | Sale | Schwab Charles R. | Co-Chairman | 59,906 0.0034% | $74.78 | $4.48M | -0.60% | |
2024-04-26 | Sale | Schwab Charles R. | Co-Chairman | 59,905 0.0034% | $74.96 | $4.49M | -1.08% | |
2024-04-24 | Sale | Crawford Peter B. | CFO | 5,481 0.0003% | $75.51 | $413,855 | -1.16% | |
2024-04-22 | Sale | Schwab Charles R. | Co-Chairman | 89,275 0.0051% | $74.62 | $6.66M | +0.27% | |
2024-04-19 | Sale | Schwab-Pomerantz Carolyn | director | 9,000 0.0005% | $73.16 | $658,468 | +1.32% | |
2024-04-19 | Sale | Ellis Stephen A | director | 14,750 0.0008% | $73.20 | $1.08M | +1.32% | |
2024-04-18 | Sale | Schwab-Pomerantz Carolyn | director | 7,482 0.0004% | $73.47 | $549,667 | +1.91% | |
2024-04-18 | Sale | Crawford Peter B. | CFO | 5,482 0.0003% | $73.46 | $402,708 | +1.91% | |
2024-04-16 | Sale | Murtagh Nigel J | Chief Risk Officer | 10,000 0.0006% | $72.40 | $723,975 | +1.62% | |
2024-04-16 | Sale | Crawford Peter B. | CFO | 6,114 0.0003% | $71.02 | $434,215 | +1.62% |
Schwab Charles R. | Co-Chairman | 60683471 3.4603% | $73.26 | 0 | 178 | |
Schwab-Pomerantz Carolyn | director | 570657 0.0972% | $73.26 | 0 | 12 | |
HERRINGER FRANK C | director | 167206 0.0094% | $73.26 | 0 | 5 | |
MARTINETTO JOSEPH R | Senior EVP and CFO | 41414 0.0082% | $73.26 | 0 | 12 | |
Clark Bernard J. | MD, Head of Adivsor Services | 121666 0.0068% | $73.26 | 1 | 16 | +2.61% |
SNEED PAULA A | director | 112398 0.0063% | $73.26 | 1 | 3 | <0.0001% |
Ellis Stephen A | director | 108574 0.0056% | $73.26 | 4 | 1 | +8.16% |
Murtagh Nigel J | MD, Chief Risk Officer | 71446 0.0032% | $73.26 | 0 | 10 | |
ADAMS JOHN K JR | director | 45125 0.0024% | $73.26 | 3 | 1 | +8.26% |
Crawford Peter B. | CFO | 60567 0.0021% | $73.26 | 1 | 11 | +2.12% |
Goldfarb Mark A | director | 19917 0.0015% | $73.26 | 3 | 1 | +2.64% |
SARIN ARUN | director | 18617 0.001% | $73.26 | 0 | 1 | |
Craig Jonathan M. | Please see remarks | 0 0.0006% | $73.26 | 0 | 8 | |
Ruffel Charles A. | director | 3386 0.0002% | $73.26 | 1 | 1 | |
Morgan Peter J. III | General Counsel | 0 0% | $73.26 | 0 | 5 | |
POTTRUCK DAVID S | President and CEO | 4303459 0.2428% | $73.26 | 0 | 7 | |
COGHLAN JOHN PHILIP | Vice Chairman | 838708 0.0473% | $73.26 | 0 | 1 | |
Bettinger Walter W | Co-Chairman and CEO | 656501 0.037% | $73.26 | 5 | 18 | +4.14% |
FRANK ANTHONY M | director | 573033 0.0323% | $73.26 | 0 | 1 | |
Lyons Jeffrey M | Executive Vice President | 369501 0.0208% | $73.26 | 0 | 4 | |
PENNEY GEOFFREY J | EVP and CIO | 355499 0.0201% | $73.26 | 0 | 2 | |
DODDS CHRISTOPHER V | EVP and CFO | 288765 0.0163% | $73.26 | 0 | 6 | |
MCLEOD MARY S | Executive Vice President | 268882 0.0152% | $73.26 | 0 | 2 | |
Ricketts Todd M | director | 230892 0.013% | $73.26 | 1 | 0 | +2.12% |
Sasson Gideon | EVP and CIO | 216757 0.0122% | $73.26 | 0 | 15 | |
WALTHER ROGER O | director | 209348 0.0118% | $73.26 | 3 | 2 | +13.44% |
GORMAN LON | Vice Chairman | 174334 0.0098% | $73.26 | 0 | 2 | |
MCLIN STEPHEN T | director | 131375 0.0074% | $73.26 | 0 | 7 | |
McCool James D | EVP - Client Solutions | 110838 0.0063% | $73.26 | 1 | 9 | +11.66% |
Wurster Richard A | President | 101391 0.0057% | $73.26 | 2 | 0 | +2.37% |
SHULTZ GEORGE P | 97250 0.0055% | $73.26 | 0 | 1 | ||
Brigeman Benjamin L | EVP - Investor Services | 88399 0.005% | $73.26 | 0 | 3 | |
Hier-King Jan | EVP - Human Resources | 78263 0.0044% | $73.26 | 0 | 3 | |
Saeger Rebecca | EVP & Chief Marketing Officer | 73826 0.0042% | $73.26 | 0 | 2 | |
Clendening John S | EVP - Investor Services | 69865 0.0039% | $73.26 | 0 | 10 | |
Gill George A. | EVP - Investor Services | 57615 0.0033% | $73.26 | 0 | 4 | |
YOFFIE DAVID B | director | 21432 0.0012% | $73.26 | 0 | 2 | |
MCWHINNEY DEBORAH D | EVP - Schwab Institutional | 17120 0.001% | $73.26 | 0 | 6 | |
FISHER DONALD G | director | 11769 0.0007% | $73.26 | 0 | 2 | |
Haraf William S | director | 13209 0.0007% | $73.26 | 3 | 0 | +1.88% |
Brown Marianne Catherine | director | 9984 0.0006% | $73.26 | 1 | 0 | +8.31% |
MARTIN-FLICKINGER GERRI | director | 8455 0.0005% | $73.26 | 1 | 0 | +2.61% |
Allen Jay L | EVP and Chief Admin Officer | 5654 0.0003% | $73.26 | 0 | 27 | |
BECHTLE NANCY H | director | 6163 0.0003% | $73.26 | 0 | 8 | |
ALDINGER WILLIAM F III | director | 5500 0.0003% | $73.26 | 2 | 0 | +9.07% |
Chandoha Marie A | President - CSIM | 3018 0.0002% | $73.26 | 0 | 4 | |
Goldman Charles G | EVP/COO, Schwab Institutional | 2537 0.0001% | $73.26 | 0 | 3 | |
Dwyer Carrie E | EVP and General Counsel | 0 0% | $73.26 | 0 | 38 | |
Kallsen Terri R | EVP - Investor Services | 0 0% | $73.26 | 0 | 5 |
Toronto-Dominion Bank | $16.36B | 12.37 | 226.09M | +<0.01% | +$1.24M | 25.37 | |
The Vanguard Group | $8.75B | 6.62 | 120.96M | +0.87% | +$75.44M | 0.17 | |
BlackRock | $7.2B | 5.45 | 99.54M | +4.58% | +$315.13M | 0.16 | |
Dodge & Cox | $6.24B | 4.72 | 86.3M | -0.14% | -$9.03M | 3.63 | |
T. Rowe Price | $5.23B | 3.96 | 72.31M | +4.25% | +$213.14M | 0.64 | |
State Street | $4.45B | 3.37 | 61.54M | +0.29% | +$12.94M | 0.19 | |
JPMorgan Chase | $2.95B | 2.23 | 40.83M | -6.52% | -$206.01M | 0.27 | |
Massachusetts Financial Services Co Ma | $2.22B | 1.68 | 30.75M | -0.78% | -$17.48M | 0.66 | |
Geode Capital Management | $2.09B | 1.59 | 29.04M | +3.19% | +$64.65M | 0.19 | |
Morgan Stanley | $1.68B | 1.27 | 23.29M | -6.57% | -$118.38M | 0.13 | |
Harris Associates | $1.65B | 1.25 | 22.77M | +19.39% | +$267.5M | 2.75 | |
Franklin Templeton Investments | $1.41B | 1.07 | 19.51M | +105.97% | +$726.18M | 0.43 | |
Bank of America | $1.39B | 1.05 | 19.26M | +31.05% | +$330.07M | 0.14 | |
Fisher Asset Management Llc | $1.39B | 1.05 | 19.16M | +2.88% | +$38.79M | 0.65 | |
AllianceBernstein | $1.23B | 0.93 | 16.95M | -9.7% | -$131.69M | 0.43 | |
Flossbach von Storch | $1.03B | 0.78 | 14.3M | -17.23% | -$215.25M | 4.51 | |
Northern Trust | $1.03B | 0.78 | 14.29M | -5.58% | -$61.06M | 0.18 | |
Invesco | $1B | 0.76 | 13.84M | -3.46% | -$35.92M | 0.21 | |
Nuveen | $948.06M | 0.72 | 13.11M | -5.29% | -$52.91M | 0.28 | |
Artisan Partners | $939.91M | 0.71 | 12.99M | +42.13% | +$278.61M | 1.38 | |
BNY Mellon | $803.07M | 0.61 | 11.1M | -4.48% | -$37.69M | 0.15 | |
Wellington Management Company | $787.5M | 0.6 | 10.89M | -6.71% | -$56.6M | 0.13 | |
Legal & General | $765.25M | 0.58 | 10.58M | -1.27% | -$9.82M | 0.18 | |
Goldman Sachs | $682.95M | 0.52 | 9.44M | +4.22% | +$27.63M | 0.13 | |
Ameriprise Financial | $673.65M | 0.51 | 9.31M | +12.23% | +$73.42M | 0.19 | |
Generation Investment Management Llp | $613.94M | 0.46 | 8.49M | +6.37% | +$36.76M | 2.8 | |
Allen Investment Management LLC | $612.06M | 0.46 | 8.46M | -0.33% | -$2M | 7.68 | |
Janus Henderson | $612.07M | 0.46 | 8.46M | -1.29% | -$8.03M | 0.33 | |
Ruane, Cunniff & Goldfarb | $588.32M | 0.45 | 8.13M | -3.98% | -$24.42M | 9.13 | |
Charles Schwab | $554.58M | 0.42 | 7.67M | +2.02% | +$10.98M | 0.13 | |
Bamco | $537.65M | 0.41 | 7.43M | -8.55% | -$50.3M | 1.44 | |
Royal Bank of Canada | $537.56M | 0.41 | 7.43M | +6.86% | +$34.52M | 0.13 | |
LAZARD ASSET MANAGEMENT LLC | $528.45M | 0.4 | 7.31M | +8.89% | +$43.16M | 0.7 | |
Ubs Asset Management Americas Inc | $513.92M | 0.39 | 7.1M | -10.64% | -$61.18M | 0.18 | |
Deutsche Bank | $484.23M | 0.37 | 6.69M | -11.22% | -$61.19M | 0.22 | |
Yacktman Asset Management Lp | $454.37M | 0.34 | 6.28M | -0.56% | -$2.56M | 4.12 | |
Barclays | $437.14M | 0.33 | 6.04M | +45.82% | +$137.36M | 0.2 | |
Baird Financial Group Inc | $418.01M | 0.32 | 5.78M | +4.31% | +$17.26M | 0.89 | |
Ensign Peak Advisors Inc | $413.96M | 0.31 | 5.72M | -2.1% | -$8.9M | 0.73 | |
VanEck | $410.29M | 0.31 | 5.67M | +5.27% | +$20.54M | 0.63 | |
Envestnet Asset Management Inc | $394.12M | 0.3 | 5.45M | +13.53% | +$46.97M | 0.16 | |
London Co Of Virginia | $393.33M | 0.3 | 5.44M | -2.81% | -$11.38M | 2.08 | |
Boston Partners | $390.86M | 0.3 | 5.4M | +21.21% | +$68.39M | 0.46 | |
THÉLÈME PARTNERS LLP | $366.8M | 0.28 | 5.07M | -9.95% | -$40.51M | 20.15 | |
Schroder Investment Management Group | $357.4M | 0.27 | 4.94M | -9.12% | -$35.85M | 0.42 | |
Millennium Management LLC | $350.07M | 0.27 | 4.84M | +469.67% | +$288.62M | 0.25 | |
Fiduciary Management, Inc. (FMI) | $347.8M | 0.26 | 4.81M | -6.76% | -$25.2M | 3.1 | |
Amundi | $348.26M | 0.26 | 4.78M | -15.9% | -$65.84M | 0.15 | |
UBS | $336.17M | 0.25 | 4.65M | +146.13% | +$199.59M | 0.1 | |
Dimensional Fund Advisors | $332.34M | 0.25 | 4.59M | +0.89% | +$2.93M | 0.09 |